'The difference, is Independence'
Cash Flow & Income Planning
Predicting longevity is very difficult, and most people underestimate how long they will live for. Therefore, once you stop accumulating wealth and start spending, knowing how long your money needs to last for would be useful! We can't tell you that, but we can use what we do know to to model the likely outcomes and demonstrate the effects that inflation, market movements, level of risk and tax consequences will have on your wealth.
How it works
We will ask you for some detailed personal and financial information and enter this into an award winning and market leading Cash Flow Modeller to illustrate the financial plan that we are recommending. We can map out any life events, take into account inflation and tax, plus 'stress test' the scenarios to demonstrate the effect of a significant market event. We will review this plan with you on an ongoing basis to make sure it is still relevant and meeting your objectives.